Configuration overview

1. Install Care Team Operations for Environmental Services

   Install the Care Team Operations for Environmental Services application (sn_cto_evs) if you have the admin role.

2. Set up work order synchronization in Care Team Operations for Environmental ServicesThe Field Service Management [com.snc.work_management] plugin is required for work order synchronization to function with Care Team Operations for Environmental Services.
3. Set up roles for Care Team Operations for Environmental Services

   Ensure that the correct roles are assigned to users of Care Team Operations for Environmental Services.

4. Create healthcare organizations for your healthcare EVS support teams

   Create a healthcare organization to represent the fulfilling healthcare organization for environmental services cases.

5. Add members to your healthcare environmental services support organization

   Add members to your Environmental Services support organization to provide visibility and access to EVS cases.

6. Create a group for all location support agents in Care Team Operations for Environmental Services

   Create a group for location support agents with the sn_cto_evs.loc_support_agent role assigned so that users added to this group will inherit the collection of roles for Care Team Operations for Environmental Services.

7. Create a group for all location managers in Care Team Operations for Environmental Services

   Create a group for location managers with the sn_customerservice.svc_location_manager assigned so that users added to this group will inherit the collection of roles for Care Team Operations for Environmental Services.

8. Set up assignment groups for Care Team Operations for Environmental Services

   Associate assignment groups with your healthcare organizations to determine which user groups are associated with specific healthcare organizations.

9. Modify state decision tables in Care Team Operations for Environmental Services

   Use Decision Builder to change the state mappings for cases and incidents work orders in Care Team Operations for Environmental Services.

10. Add custom record producers to the service catalog in Care Team Operations for Environmental Services

    Add customer record producers to the service catalog for use with Care Team Operations for Environmental Services.